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Account Aggregation


NaviPlan (Advicent) is a financial planning technology provider that offers financial planning software, compliance workflow management solutions, and superior cash flow and goal-based calculations. It helps thousands of financial professionals and their clients understand and impact their financial future.

The Challenge

Financial advisors need a more comprehensive and accurate view of their clients’ finances as they help them develop a financial plan for the future.

The Solution

Advicent’s integration with MX allows financial advisors and clients to import account data from all their financial institutions into their financial plans in the NaviPlan client portal.

Data is the blueprint for financial plans, and our integration with MX will enhance the planning process with more holistic insights about clients' wealth and expenses—which can be harnessed to obtain better outcomes.

Angela Pecoraro

Chief Executive Officer

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